Wealth Management in Santa Ana, CA

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List of Firms

Santa Ana, CA Wealth Management Firms

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Steele Financial Group
Location 2700 N Main St Suite 420, Santa Ana, CA 92705, USA
Phone (951) 358-2330
Directions
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Daniel Roberts, MSFS
Location 603 N Parkcenter Dr #104, Santa Ana, CA 92705, USA
Phone (714) 669-1855
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Hallin Financial Services
Location 1801 Parkcourt Pl E-101, Santa Ana, CA 92701, USA
Phone (714) 204-0299
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Ayzar Asset Management
Location 1506 Brookhollow Dr, Santa Ana, CA 92705, USA
Phone (714) 662-2799
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Tustin Centre Wealth Advisors
Location 1551 N Tustin Ave #100, Santa Ana, CA 92705, USA
Phone (888) 333-7807
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Esquivel Financial Services
Location 2677 S Main St, Santa Ana, CA 92705, USA
Phone (714) 834-1617 ext. 27
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Financial Strategies - Wealth Management Group
Location 6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707, USA
Phone (714) 368-7494
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Crestbridge Financial
SEC File# 801-123264
CRD# 318126
Location 201 E Sandpointe Ave, Santa Ana, CA 92707, USA
Phone (949) 613-2578
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Liberty Capital Management
SEC File# 801-42852
CRD# 106063
5 out of 5
Location 1811 E Garry Ave, Santa Ana, CA 92705, USA
Phone (949) 724-8848
Directions
SEC File# 801-107445
CRD# 167995
4 out of 5
Location 201 Sandpointe Ave #460, Santa Ana, CA 92707, USA
Phone (866) 273-1563
Directions
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Tustin Centre Wealth Advisors
Location 1551 N. Tustin Ave Tustin, Santa Ana, CA 92705, USA
Phone (714) 406-0571
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Tangent Retirement
Location 201 Sandpointe Ave, Santa Ana, CA 92707, USA
Phone (888) 442-8440
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Pinnacle Group Financial Services
Location 2224 E Santa Clara Ave, Santa Ana, CA 92705, USA
Phone (714) 263-0301
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John Privitelli - Morgan Stanley
1 out of 5
Location 2677 N Main St 10th Fl, Santa Ana, CA 92705, USA
Phone (714) 648-3410
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Lifestyle Financial Services
Location 200 Sandpointe Ave Ste 160, Santa Ana, CA 92707, USA
Phone (800) 834-2250
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Morgan Stanley Financial Advisors
4 out of 5
Location 2677 N Main St 10th Fl, Santa Ana, CA 92705, USA
Phone (714) 836-5181
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Insight Financial Advisors
Location 400 N Tustin Ave Ste 250, Santa Ana, CA 92705, USA
Phone (714) 541-1400
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Tri-Circle Financial Strategies
Location 1633 E 4th St Suite 216, Santa Ana, CA 92701, USA
Phone (714) 560-9022
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Lido Pacific Asset Management
Location 225 N Broadway, Santa Ana, CA 92701, USA
Phone (714) 664-0115
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JBG Wealth Management
Location 1851 E 1st St, Santa Ana, CA 92705, USA
Phone (714) 619-9334
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Ed Perez - Morgan Stanley
Location 2677 N Main St 10th Fl, Santa Ana, CA 92705, USA
Phone (714) 648-3527
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JBG Wealth Management
Location 1450 N Tustin Ave Ste 207, Santa Ana, CA 92705, USA
Phone (714) 912-1859
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James Owens - Morgan Stanley
Location 2677 N Main St 10th Fl, Santa Ana, CA 92705, USA
Phone (714) 648-3405
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SageMint Wealth
Location 1 City Blvd W, Orange, CA 92868, USA
Phone (714) 938-3700
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Roman Realtors & Financial Services,Inc
5 out of 5
Location 2320 N Grand Ave, Santa Ana, CA 92705, USA
Phone (714) 315-6566
Directions
Wealth Management in Santa Ana, CA

Where Wealth Management Advisors in Santa Ana, CA Serve

Santa Ana, CA is a vibrant city located in Orange County. It boasts of a rich history and culture, with many landmarks that showcase its unique character. The city is home to the Santa Ana Zoo, Bowers Museum, and the iconic Old Orange County Courthouse. These landmarks are a testament to the city's commitment to preserving its heritage. Santa Ana is also a hub for business and commerce, with many top employers in the area. Some of the major employers include the County of Orange, Tenet Healthcare, and the Santa Ana Unified School District. These companies provide jobs and economic stability to the city. The city is easily accessible via major highways and streets, including the Santa Ana Freeway, Garden Grove Freeway, and the Costa Mesa Freeway. These highways connect Santa Ana to other major cities in Orange County and beyond. Santa Ana is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Santa Ana, CA would greatly benefit from the services provided by a bank. One of the most common ways that a bank can help the community is by offering affordable loans to small business owners. Santa Ana is known for its diverse population and vibrant culture, which has led to the growth of many small businesses. However, these businesses often struggle to secure the necessary funding to expand or even get off the ground. A bank that offers loans with low interest rates and flexible repayment terms can provide these entrepreneurs with the financial support they need to succeed. Additionally, a bank can offer financial education and resources to help residents manage their money and plan for their future. With the help of a bank, the people of Santa Ana can achieve their financial goals and contribute to the continued growth and prosperity of their community.

Insurance Broker

Residents of Santa Ana, CA can benefit greatly from the services of an insurance broker. With the city's high population density and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the coverage that best suits their needs. Specifically, Santa Ana has a large Hispanic community, and an insurance broker can provide bilingual support to ensure that language barriers do not prevent individuals from understanding and accessing the insurance options available to them. Additionally, Santa Ana is prone to natural disasters such as wildfires and floods, so an insurance broker can help residents find policies that provide adequate coverage for these potential risks. Overall, an insurance broker can be an invaluable resource for Santa Ana residents looking to protect themselves and their families from unexpected financial burdens.

Retirement Planning

Residents of Santa Ana, CA could greatly benefit from the assistance of a retirement planner. With a population of over 330,000 people, Santa Ana is the second most populous city in Orange County. The city is also home to a large Hispanic community, with over 75% of residents identifying as Hispanic or Latino. A retirement planner could help these residents navigate the complexities of retirement planning, including social security benefits and tax implications. Additionally, Santa Ana has a high cost of living, with housing costs being particularly expensive. A retirement planner could help residents create a budget and investment plan that takes into account these high costs and ensures a comfortable retirement. With their expertise and knowledge, a retirement planner could provide invaluable assistance to the residents of Santa Ana as they plan for their future.

Financial Advisor

Residents of Santa Ana, CA could benefit from the expertise of a financial advisor in several ways. For instance, Santa Ana is known for its high cost of living, which can make it challenging for individuals to manage their finances effectively. A financial advisor can help residents create a budget that accounts for the city's high cost of living, while also helping them make smart investment decisions that will help them grow their wealth over time. Additionally, Santa Ana is home to a large Hispanic population, many of whom may face unique financial challenges due to language barriers or cultural differences. A financial advisor who is fluent in Spanish and familiar with Hispanic culture can help these residents navigate these challenges and make informed decisions about their finances. Finally, Santa Ana is located in Orange County, which is known for its high concentration of wealthy individuals. A financial advisor can help residents who aspire to join this elite group by providing guidance on wealth-building strategies and investment opportunities that are tailored to their individual needs and goals.

Mortgage Loan Officer

Residents of Santa Ana, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help them secure financing for their dream homes or refinance their current mortgages to get better terms and rates. Specifically, in Santa Ana, where the cost of living is higher than the national average, a mortgage loan officer can assist residents in finding the right loan products that fit their budgets and financial goals. They can also provide guidance on the various down payment assistance programs available in the area, such as the Santa Ana Neighborhood Initiative Program, which provides up to $40,000 in down payment assistance to eligible homebuyers. Additionally, a mortgage loan officer can help residents navigate the complex and ever-changing lending landscape, ensuring they make informed decisions and avoid costly mistakes.

Tax Services

Residents of Santa Ana, CA could benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor could assist with navigating the complex tax laws and regulations specific to California, including state income tax, sales tax, and property tax. Additionally, with Santa Ana's diverse population, a tax advisor could provide guidance on how to maximize deductions and credits for individuals with unique circumstances, such as those who are self-employed or have multiple sources of income. Furthermore, a tax advisor could offer advice on tax planning strategies to minimize tax liability and maximize savings, which is especially important in a city with a high cost of living like Santa Ana. Overall, a tax advisor can help residents of Santa Ana make informed decisions about their finances and ensure they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Santa Ana, CA can greatly benefit from the expertise of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help Santa Ana residents navigate the complexities of California probate law, which can be particularly challenging given the state's unique laws and regulations. Additionally, an estate planning lawyer can assist Santa Ana residents in creating a comprehensive estate plan that accounts for their specific needs and circumstances, including the distribution of assets, the establishment of trusts, and the designation of beneficiaries. Furthermore, an estate planning lawyer can provide guidance on tax planning strategies that can help Santa Ana residents minimize their tax liabilities and maximize their wealth accumulation. Overall, an estate planning lawyer can be an invaluable resource for Santa Ana residents looking to protect their assets and ensure that their wishes are carried out in the event of their passing.

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